Come to discuss issues in business operations and network with your peers from other industries.
These are monthly roundtables for: COO's, VP of Operations, Operations Manager, People Operations, IT Operations Manager, Chief Administrative Officer, Director of Portfolio Operations, HR Director, and more.
The individuals that attend represent firms operating in the following industries: Financial Services, Technology, Professional Services, Real Estate, Retail, Health/Medical, Supply Chain, and others.
The Goal: Is for you to come away with new ideas, new best practices, new connections, and new potential improvements for your own business. The spirit of our roundtable is so that individuals can share freely and openly to learn from each other in a confidential setting.
There are NO sales pitches.
Meet your co-hosts Tim Frazier and Joshua Soloway. More on them below.
We will discuss questions around the following topics:
- New financing sources and how they are different
- Getting your operations in order to bring in new capital, that is right and structured correctly for your business
- Upgrading business operations and legal to support scale and growth
- Operations planning for an exit or merger
We will also field all audience questions for the greater group to answer.
Joshua Soloway is a corporate transactional partner who provides clients with a multifaceted perspective, drawing on his experience and expertise as an entrepreneur, investment banker, and corporate finance attorney. His practice focuses on advising middle-market, growth stage, and multinational companies and investors across a wide range of industries, including banking, blockchain, energy, infrastructure, industrial, impact investing, media & entertainment, and technology. Over the years, Joshua has counseled clients on a broad range of matters including mergers and acquisitions; angel, venture capital, and private equity investments; investment and fundraising strategies; cross-border transactions; public and private equity security financings; blockchain, cryptocurrency and ICOs; project finance, energy, and infrastructure projects; secured and unsecured debt transactions; institutional private placements; public listings and initial public offerings; international fund structures; international tax; technology law; intellectual property; corporate governance, and commercial law.
Tim Frazier leads Sales & Marketing at Concertiv. A NYC based consulting and technology company working closely with small to large private equity firms, hedge funds, banks, and law firms in 4 ares of operations and spend. Prior to Concertiv, Tim led M&A Services at TriNet where he focused on medium to large corporate carve outs in the replacement of services. Prior to that role, Tim spent 15 year's in HR Outsourcing, Commercial Banking, and Outsourced IT where he was focused on solving operational issues at small to medium sized firms. His direct client experience involves working with some of the leading US and Global organizations operationg in Financial Services, Healthcare Services, Professional Services, Technology, and Non-Profit Management. Additionally, Tim is a founding member of the CFA Society of NY Business Management Group where he guides content and planning to address operational issues unique to the buy/sell side of financial services.
